Mutual Funds
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Mutual Funds 

Direct firm or wholesaler, Corporate Insight's Mutual Fund Monitor and Mutual Fund Monitor - Advisor services offer the critical information you need to keep pace with your competitors and industry trends.

  • Mutual Fund Monitor - Currently covering 20 of the top direct and wholesale firms, MFM allows subscribers to understand the client experience from an online and offline perspective. The biweekly publication provides updates and comments on the latest marketing promotions and website changes, while the research reports addresses a single topic.

  • Mutual Fund Monitor - Advisor - Unlike Corporate Insight's other publications, which focus exclusively on the retail client experience, this service is unique in that it tracks the resources available to advisors at 15 wholesale firms. Our biweekly report keeps subscribers updated on website changes and marketing promotions, while research reports cover a single product, service or tool.

Regardless of the distribution channel, the mutual fund industry is changing on a daily basis. Corporate Insight's mutual fund subscription services stay on top of the latest changes, allowing our clients to keep current with the latest trends and stay one step ahead of the competition.

 

 

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